Infosheets Customer Database For Service Businesses: Microsoft Access 2007
There are many corporate Microsoft Access relational databases but very few for Service Businesses.
This design is basically for the Plumber, Contractor, Carpet installer, Carpet Cleaner, Painter, House painter and so on that have often been forgotten. The Customer Database can have unlimited customers, each may have unlimited single entry or multi itemized job entries. It also allows invoicing and payment entering.
My design scope was.
1 Keep simple for data entry (use one master form)
3 Allow to use in network environment (multi users at same time)
4 Go from customer entry to complete billing (have invoice creation)
5 Use google maps for customer location (quick find button)
6 Allow to be used as in Microsoft Access Run-time (No need to buy Microsoft Access)
7 Make it all good looking!
8 Use on cell phone (new not in video please read below).
Why use this Customer Database?
If your company has invoices that have never been input the value of having a database is extreme. Find customers quickly, Sort by last serviced… repeat customer… or any applicable field for phone soliciting, invoice customers promptly for better fiscal control. Verify address by using map to google to check if accurate data entry.
How to use.
Since detailed directions would be very wordy I have created a youtube video for this application. Please view it above for new changes see below.
How to use on cell phone:
I have tried many Access based phone methods from converting to java to using cell phone office apps. In the end I discovered that the fastest loading and easiest access was using Addobe PDF Reader for Android available here. However I needed to create a compact list that would be easy to load and read on a phone. The new report generated from this Database is called Customer/Jobs report and lists the customers alphabetically and then places their jobs below. Two new buttons where added one opens the report and the other opens a save as dialog. Save it as a pdf on your computer and then transfer it to your phone (Most phones allow this but google for directions) and you have a local fully searchable Adobe Acrobat pdf to take on the road.
If you would like to purchase it is available for 25.00 and should beat any private development time even if its for just a head start to a more complicated project. If you have a Company with over 20 employees or intend on multiple local installs please purchase it twice for a corporate license.